Description
CANCELLED. BUT SEE 426 RETIREES GUIDE TO INVESTING WITH PURPOSE!
Enjoy diverse class offerings as you explore and learn about various topics of retirement. Your group of experienced CFP advisors will bring clarity to areas that sometimes feel like alphabet soup. Individual class topics include: 1.) Rightsizing: local realtors share current housing marketing conditions and expectations, selling your home or lending best practices to mortgage a home; 2.) Medicare: focus on Medicare Advantage Plans, Supplemental or Medigap Plans, Drug Coverage and the different enrollment periods; 3.). Building Blocks: elements that make up a financial portfolio with a high-level overview of investing options. 4.) Charitable Giving: learn about gifting to education funds, medical expenses and investments vs. giving financially through tax advantaged funds, plus donating your time on causes you are passionate about.
Thursdays: Sep. 14; Oct. 05; Nov. 02, 30 1:30 – 3:00 p.m.
Note: Meets every 4 weeks
Attendees (3)
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Location
Name: Ellenbecker Investment Group, Inc., Education Center Pewaukee Location
Address: N21W23350 Ridgeview Pkwy, Waukesha, Wisconsin, 53188, United States
Phone: 262-691-3200
Website: http://www.ellenbecker.com/contact
Details
$20.00 (USD)
September 14, 2023
1:30 pm - 3:00 pm
October 5, 2023
1:30 pm - 3:00 pm
November 2, 2023
1:30 pm - 3:00 pm
November 30, 2023
1:30 pm - 3:00 pm